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Dakota Marketplace Cate Costin, Marketing Associate | April 28, 2026

10 Investment Sales Lessons That Are Closing Business Right Now

Allocators are taking meetings right now. They want ideas. The salespeople following a real process...

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Sales Best Practices Morgan Holycross | April 3, 2026

Does Dakota Have a Salesforce Integration?

Investment firms run into the same Salesforce problem. The data goes stale. The sales team stops...

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Dakota Marketplace Morgan Holycross | April 3, 2026

What's New in Dakota Marketplace (March 2026)

Fundraising is hard. Dakota makes it easier. At Dakota, our mission is simple: make fundraising...

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Dakota Marketplace Cate Costin, Marketing Associate | March 30, 2026

10 Investment Sales Rules That Actually Work

In the March 2026 edition of The Dakota Way Sales Coaching, Gui Costin, Founder and CEO of Dakota,...

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Dakota Marketplace Morgan Holycross | March 25, 2026

How Investment Sales Teams Use Chrome Extensions to Qualify Prospects Faster

Time is the most valuable asset in investment sales. The faster you can qualify a prospect,...

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RIA Insights Morgan Holycross | March 24, 2026

Top 10 Myths About Raising Capital in the RIA Channel

Most fund managers hear the same things about the RIA market: it's retail, it's soft, it's crowded,...

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Dakota Marketplace Cate Costin, Marketing Associate | March 13, 2026

Top 10 Best Practices for Emerging Managers Calling on Consultants

Consultants are one of the most structured and relationship-driven channels in institutional...

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